Anic Equity¶
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Total return since start: 0.588 %¶
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Equity now: -----------------------------> 48505.69 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 46809.07 Kr¶
PnL: ---------------------------------------> 452.07 Kr¶
DD now: ---------------------------------> -8.687 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-08-10 17:22:32.904650'
Benchmark comparison¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| NP3 Fastigheter | 32 | 4.670000 | 5881.600000 | 184.600000 | 3.240000 | 5697.000000 |
| EnQuest PLC | 2351 | -1.430000 | 5839.880000 | 126.880000 | 2.220000 | 5713.000530 |
| Investor B | 27 | 0.700000 | 5806.350000 | 115.350000 | 2.030000 | 5691.000006 |
| Vitec Software Group B | 2 | 1.890000 | 1188.000000 | 101.000000 | 9.290000 | 1087.000000 |
| Lindab International | 35 | 1.380000 | 5677.000000 | 84.000000 | 1.500000 | 5593.000000 |
| AQ Group | 12 | 0.000000 | 5244.000000 | -19.000000 | -0.360000 | 5262.999996 |
| Tethys Oil | 109 | 1.200000 | 5877.280000 | -33.720000 | -0.570000 | 5911.000022 |
| Volvo B | 25 | 0.440000 | 5691.250000 | -51.750000 | -0.900000 | 5743.000000 |
| Volvo A | 24 | 0.090000 | 5592.000000 | -67.000000 | -1.180000 | 5659.000008 |
| TOTAL | 46797.360000 | 440.360000 | -8.70922% | 46357.000562 |
Updated:¶
'2023-08-10 17:21:52.143197'
None
Last optimization/rebalancing:¶
'2023-07-26'
Next optimization/rebalancing:¶
'2023-09-05'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
